September 24, 2014

HOW TO BUILD A CREATIVE SUCCESSION PLAN TO MEET YOUR BUSINESS AND PERSONAL GOALS

 

Succession and exit planning are necessary in protecting the business and ensuring a business owner can successful transition and leave a business he or she has built.  Early planning is critical in maximizing the company’s value and having a plan and team of professionals in place will result in a successful transition of the business.  This month we will talk with advisors who assist companies in the planning process.  They each have a role in the process and will share the steps, alternatives, and pitfalls to help you to make a plan that will result in success.   The program will offer a workshop format with small group breakout session with each presenter.  You will leave this seminar understanding:

  • Personal and business goals to help determine the best time to sell
  • How your business is valued and strategies to make it more attractive to the market
  • Financing options for family members, employees, or third party purchasers
  • Structuring the transaction to maximize tax and income benefits for you

Please join us and begin your path to a successful transition out of your business.

Location: Civica Office Building

5th Floor- Use South Tower Elevators

205 108th Ave NE

Bellevue, WA 98004

Time: 7:30am – 9:30am

Cost:        $100

*Free to Equinox, SKCC members and presenters’ clients and guests

Register for this event

Presenters:

Lauren Burgon, Equinox Business Law Group

Cory Baer, Wells Fargo Advisors

Ed Kirk, ASG Partners

October 16, 2014

Are you considering redesigning your organization? should you consider it?

 

Changes are a natural part of a company’s life cycle, and  changes over time may require a change in an organization’s internal structure. But when is the appropriate time to evaluate your organizational chart and consider a redesign? There are many indicators that it might be time to consider a change in your company. This program is designed for businesses who:

  • Have outgrown their organizational structure
  • Are experiencing a business downturn or extreme growth
  • Are expanding their service offerings or products
  • Have new leadership who wants to make improvements in the current structure
  • Recently participated in a merger or acquisition
  • Are considering adding employees or locations
  • Are considering taking on investors

 

Join us as we discuss the logistics and timing  of evaluating your company’s organizational chart and make a plan for higher efficiency and productivity in 2015!

Location: Southwest King County Chambers

14220 Interurban Ave. S #134

Tukwila, WA 98168

Time: 7:30am – 9:30am

Cost:        $100

*Free to Equinox, SKCC members and presenters’ clients and guests

Register for this event

Presenters:

TBD

October 22, 2014

Are You considering  redesigning your organization? should you consider it?

 

Changes are a natural part of a company’s life cycle, and  changes over time may require a change in an organization’s internal structure. But when is the appropriate time to evaluate your organizational chart and consider a redesign? There are many indicators that it might be time to consider a change in your company. This program is designed for businesses who:

  • Have outgrown their organizational structure
  • Are experiencing a business downturn or extreme growth
  • Are expanding their service offerings or products
  • Have new leadership who wants to make improvements in the current structure
  • Recently participated in a merger or acquisition
  • Are considering adding employees or locations
  • Are considering taking on investors

 

Join us as we discuss the logistics and timing  of evaluating your company’s organizational chart and make a plan for higher efficiency and productivity in 2015!

Location: Civica Office Building

5th Floor- Use South Tower Elevators

205 108th Ave NE

Bellevue, WA 98004

Time: 7:30am – 9:30am

Cost:        $100

*Free to Equinox, SKCC members and presenters’ clients and guests

Register for this event

Presenters:

TBD